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Raymond James Financial

886 hedge funds and large institutions have $26B invested in Raymond James Financial in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 293 increasing their positions, 319 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 849886 (+37)

8% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 319

1.29% less ownership

Funds ownership: 76.96%75.67% (-1.3%)

Holders
886
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
476
Merit Financial Group
Georgia
$690K
BFPW
477
BOK Financial Private Wealth
Colorado
$682K
Lido Advisors
478
Lido Advisors
California
$671K
HWM
479
HB Wealth Management
Georgia
$665K
AFG
480
ABLE Financial Group
Arizona
$657K
PP
481
Prudential plc
United Kingdom
$652K
NP
482
NorthRock Partners
Minnesota
$651K
AFCM
483
Applied Finance Capital Management
Puerto Rico
$649K
EAM
484
Empirical Asset Management
Massachusetts
$647K
DZ Bank
485
DZ Bank
Germany
$646K
HI
486
Horizon Investments
North Carolina
$639K
Bessemer Group
487
Bessemer Group
New Jersey
$627K
NL
488
NVWM LLC
Pennsylvania
$627K
CPCPP
489
Canada Post Corporation Pension Plan
Canada
$625K
AWA
490
Aaron Wealth Advisors
Illinois
$622K
WC
491
Westerkirk Capital
$621K
CAS
492
CTC Alternative Strategies
Illinois
$621K
CL
493
Choreo LLC
Illinois
$610K
TYCC
494
Texas Yale Capital Corp
Florida
$595K
WC
495
Waterloo Capital
Texas
$594K
RCAG
496
Rehmann Capital Advisory Group
Michigan
$593K
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$589K
MSE
498
MUFG Securities EMEA
United Kingdom
$586K
PWMAG
499
Pinnacle Wealth Management Advisory Group
New Jersey
$585K
SC
500
Syon Capital
California
$583K